Sign up to save your podcasts
Or
Share Episode 208: Current Interest Rate Environment and Potential Investment Opportunities
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Episode 208: Current Interest Rate Environment and Potential Investment Opportunities
In this episode of the InsuranceAUM.com podcast, host Stewart Foley is joined by Sam Kaplan, CFA, Managing Director and Portfolio Manager at Jennison Associates, for an in-depth discussion on fixed income, the yield curve, and Fed policy implications. They explore the unique aspects of insurance asset management and delve into the current state of the yield curve, the factors driving its ongoing normalization, and the role of Fed expectations in shaping future rate cuts.
Sam Kaplan shares his journey from caddying at a golf club to managing portfolios at Jennison Associates, highlighting the dynamic nature of fixed income management and the constant challenges it presents. The conversation covers key topics such as relative value opportunities, dislocations along the yield curve, and the potential impact of increasing Treasury issuance on yields.
Listeners will gain valuable insights into the complexities of the fixed income market, the drivers behind current market conditions, and the outlook for yields in the coming years. This episode is a must-listen for fixed income enthusiasts and professionals looking to stay ahead in a rapidly evolving market..
View all episodes
By Stewart Foley
4.8
2626 ratings
In this episode of the InsuranceAUM.com podcast, host Stewart Foley is joined by Sam Kaplan, CFA, Managing Director and Portfolio Manager at Jennison Associates, for an in-depth discussion on fixed income, the yield curve, and Fed policy implications. They explore the unique aspects of insurance asset management and delve into the current state of the yield curve, the factors driving its ongoing normalization, and the role of Fed expectations in shaping future rate cuts.
Sam Kaplan shares his journey from caddying at a golf club to managing portfolios at Jennison Associates, highlighting the dynamic nature of fixed income management and the constant challenges it presents. The conversation covers key topics such as relative value opportunities, dislocations along the yield curve, and the potential impact of increasing Treasury issuance on yields.
Listeners will gain valuable insights into the complexities of the fixed income market, the drivers behind current market conditions, and the outlook for yields in the coming years. This episode is a must-listen for fixed income enthusiasts and professionals looking to stay ahead in a rapidly evolving market..
More shows like InsuranceAUM.com
View all
Goldman Sachs Exchanges
985 Listeners
Odd Lots
1,784 Listeners
The Meb Faber Show - Better Investing
924 Listeners
Hidden Forces
1,434 Listeners
Grant’s Current Yield Podcast
672 Listeners
Hedgeye Podcasts
205 Listeners
Capital Allocators – Inside the Institutional Investment Industry
814 Listeners
At Any Rate
77 Listeners
The Memo by Howard Marks
411 Listeners
The Business Brew
243 Listeners
FICC Focus
30 Listeners
Forward Guidance
279 Listeners
The View From Apollo
25 Listeners
The Credit Edge by Bloomberg Intelligence
23 Listeners
The Insight by Oaktree Capital
19 Listeners